Schwab Charles Corp
SCHW- 交易所
- NYSE
- 產業
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000316709
近 90 天，Schwab Charles Corp 內部人申報 0 筆公開市場買進、29 筆賣出；2026 年第 2 季末有 2,318 家機構在 13F 申報持有，市值合計 $1,338 億；Oakmark（Harris Associates）、維京全球投資等 6 位大師持有。
2021 年第 2 季 13F 持有人
Schwab Charles Corp 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,345
- 較 2021 年第 1 季 +47 家
- 持有股數
- 13.1 億
- 較 2021 年第 1 季 +1,814 萬 (+1.4%)
- 總市值
- $954.7 億
- 較 2021 年第 1 季 +$111.8 億 (+13.3%)
- 新進機構
- 130
- 另有 500 家加碼
- 清倉機構
- 83
- 另有 487 家減碼
另有 13 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 SCHW 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 2,318 | $1,338 億 |
| 2026 年第 1 季 | 2,340 | $1,335 億 |
| 2025 年第 4 季 | 2,329 | $1,455 億 |
| 2025 年第 3 季 | 2,174 | $1,392 億 |
| 2025 年第 2 季 | 2,146 | $1,374 億 |
| 2025 年第 1 季 | 2,030 | $1,191 億 |
| 2024 年第 4 季 | 1,993 | $1,108 億 |
| 2024 年第 3 季 | 1,857 | $963.3 億 |
| 2024 年第 2 季 | 1,899 | $1,104 億 |
| 2024 年第 1 季 | 1,879 | $1,082 億 |
| 2023 年第 4 季 | 1,877 | $1,030 億 |
| 2023 年第 3 季 | 1,740 | $804.7 億 |
| 2023 年第 2 季 | 1,775 | $829.4 億 |
| 2023 年第 1 季 | 1,676 | $770.8 億 |
| 2022 年第 4 季 | 1,626 | $1,299 億 |
| 2022 年第 3 季 | 1,520 | $973.2 億 |
| 2022 年第 2 季 | 1,490 | $842.1 億 |
| 2022 年第 1 季 | 1,567 | $1,128 億 |
| 2021 年第 4 季 | 1,505 | $1,119 億 |
| 2021 年第 3 季 | 1,351 | $953.4 億 |
| 2021 年第 2 季 | 1,345 | $954.7 億 |
| 2021 年第 1 季 | 1,311 | $849.5 億 |
2021 年第 2 季持有機構
每家機構持有 Schwab Charles Corp 的股數、市值與佔組合比重；股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sonora Investment Management, LLC | 3,385 | $24.6 萬 | 0.03% | 00.0% | 不變 |
| Beaumont Financial Partners, LLC | 3,374 | $24.6 萬 | 0.02% | +50+1.5% | 加碼 |
| Budros, Ruhlin & Roe, Inc. | 3,360 | $24.5 萬 | 0.03% | −1,386−29.2% | 減碼 |
| Boyar Asset Management Inc. | 3,350 | $24.4 萬 | 0.16% | 00.0% | 不變 |
| Maryland Capital Management | 3,350 | $24.4 萬 | 0.01% | +3,350 | 新進 |
| Intrua Financial, LLC | 3,248 | $24.3 萬 | 0.06% | 00.0% | 不變 |
| Stelac Advisory Services LLC | 3,305 | $24.1 萬 | 0.05% | −7,331−68.9% | 減碼 |
| Evanson Asset Management, LLC | 3,317 | $24.1 萬 | 0.03% | +41+1.3% | 加碼 |
| Psagot Investment House Ltd. | 3,300 | $24.0 萬 | 0.01% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 3,282 | $23.9 萬 | 0.03% | +3,282 | 新進 |
| Trust Co of Virginia | 3,234 | $23.7 萬 | 0.03% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 3,256 | $23.7 萬 | 0.03% | +2,586+386.0% | 加碼 |
| Verity & Verity, LLC | 3,235 | $23.6 萬 | 0.04% | 00.0% | 不變 |
| Magnetar Financial LLC | 3,220 | $23.4 萬 | 0.00% | +3,220 | 新進 |
| Brave Asset Management Inc | 3,200 | $23.3 萬 | 0.07% | 00.0% | 不變 |
| Savant Capital, LLC | 3,196 | $23.3 萬 | 0.01% | +73+2.3% | 加碼 |
| Brighton Jones LLC | 3,201 | $23.3 萬 | 0.01% | +97+3.1% | 加碼 |
| Itau Unibanco Holding S.A. | 3,200 | $23.3 萬 | 0.01% | +3,200 | 新進 |
| Integrated Investment Consultants, LLC | 3,173 | $23.1 萬 | 0.07% | −346−9.8% | 減碼 |
| Veracity Capital LLC | 3,174 | $23.1 萬 | 0.05% | +3,174 | 新進 |
| Wedge Capital Management L L P | 3,156 | $23.0 萬 | 0.00% | −275−8.0% | 減碼 |
| Granite Investment Advisors, LLC | 3,134 | $22.8 萬 | 0.04% | +34+1.1% | 加碼 |
| Financial Consulate, Inc | 3,106 | $22.6 萬 | 0.08% | 00.0% | 不變 |
| LVW Advisors, LLC | 3,108 | $22.6 萬 | 0.04% | +3,108 | 新進 |
| Financial Consulate Inc. | 3,106 | $22.6 萬 | 0.08% | +3,106 | 新進 |
| Homrich & Berg | 3,096 | $22.5 萬 | 0.01% | −877−22.1% | 減碼 |
| Northstar Asset Management LLC | 3,090 | $22.5 萬 | 0.06% | 00.0% | 不變 |
| Marks Group Wealth Management, Inc | 3,093 | $22.5 萬 | 0.03% | 00.0% | 不變 |
| Family Management Corp | 3,072 | $22.4 萬 | 0.06% | 00.0% | 不變 |
| Cypress Capital Group | 3,068 | $22.3 萬 | 0.03% | +3,068 | 新進 |
| Good Life Advisors, LLC | 3,048 | $22.2 萬 | 0.04% | −301−9.0% | 減碼 |
| Gsa Capital Partners LLP | 3,043 | $22.2 萬 | 0.02% | +3,043 | 新進 |
| Pflug Koory, LLC | 3,036 | $22.1 萬 | 0.12% | +108+3.7% | 加碼 |
| Alpha Cubed Investments, LLC | 3,010 | $21.9 萬 | 0.02% | −190−5.9% | 減碼 |
| CX Institutional | 3,013 | $21.9 萬 | 0.02% | +715+31.1% | 加碼 |
| Benin Management CORP | 3,000 | $21.8 萬 | 0.07% | −300−9.1% | 減碼 |
| Eudaimonia Partners, LLC | 2,995 | $21.8 萬 | 0.04% | +330+12.4% | 加碼 |
| Delta Investment Management, LLC | 3,000 | $21.8 萬 | 0.06% | +3,000 | 新進 |
| Berkeley, Inc | 2,976 | $21.7 萬 | 0.16% | +2,976 | 新進 |
| Financial Enhancement Group LLC | 2,970 | $21.6 萬 | 0.04% | +191+6.9% | 加碼 |
| Park National Corp | 2,953 | $21.5 萬 | 0.01% | +2,953 | 新進 |
| Strategic Family Wealth Counselors, L.L.C. | 2,950 | $21.5 萬 | 0.07% | +2,950 | 新進 |
| Academy Capital Management Inc | 2,916 | $21.2 萬 | 0.09% | +2,916 | 新進 |
| BlueCrest Capital Management Ltd | 2,893 | $21.1 萬 | 0.01% | +2,893 | 新進 |
| Ritholtz Wealth Management | 2,902 | $21.1 萬 | 0.02% | +2,902 | 新進 |
| Acas, LLC | 2,887 | $21.0 萬 | 0.30% | +2,887 | 新進 |
| Alpha Omega Wealth Management LLC | 2,875 | $20.9 萬 | 0.03% | +2,875 | 新進 |
| Hudson Valley Investment Advisors Inc | 2,851 | $20.8 萬 | 0.04% | −450−13.6% | 減碼 |
| BNC Wealth Management, LLC | 2,860 | $20.8 萬 | 0.13% | +2,860 | 新進 |
| Loomis Sayles & Co L P | 2,845 | $20.7 萬 | 0.00% | −24,061−89.4% | 減碼 |
| Fagan Associates, Inc. | 2,813 | $20.5 萬 | 0.04% | −1,000−26.2% | 減碼 |
| Marshall Financial Group LLC | 2,811 | $20.5 萬 | 0.11% | −310−9.9% | 減碼 |
| Verity Asset Management, Inc. | 2,811 | $20.5 萬 | 0.11% | +2,811 | 新進 |
| Probity Advisors, Inc. | 2,812 | $20.5 萬 | 0.04% | +2,812 | 新進 |
| First Quadrant L P | 2,802 | $20.4 萬 | 0.02% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 2,808 | $20.4 萬 | 0.03% | 00.0% | 不變 |
| Fisher Asset Management, LLC | 2,801 | $20.4 萬 | 0.00% | +2,801 | 新進 |
| RMB Capital Management, LLC | 2,808 | $20.4 萬 | 0.01% | +2,808 | 新進 |
| Advisor OS, LLC | 2,790 | $20.4 萬 | 0.04% | +2,790 | 新進 |
| SFMG, LLC | 2,771 | $20.2 萬 | 0.02% | +2,771 | 新進 |
| Johanson Financial Advisors, Inc. | 2,861 | $20.2 萬 | 0.07% | +2,861 | 新進 |
| Tranquilli Financial Advisor LLC | 2,765 | $20.1 萬 | 0.15% | +2,765 | 新進 |
| Pinnacle Bancorp, Inc. | 2,614 | $19.0 萬 | 0.09% | 00.0% | 不變 |
| Pittenger & Anderson Inc | 2,495 | $18.2 萬 | 0.01% | +2,000+404.0% | 加碼 |
| Acropolis Investment Management, LLC | 2,347 | $17.1 萬 | 0.02% | 00.0% | 不變 |
| GVO Asset Management Ltd | 2,300 | $16.7 萬 | 0.14% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 2,290 | $16.7 萬 | 0.02% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 2,200 | $16.0 萬 | 0.05% | +157+7.7% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,168 | $15.8 萬 | 0.00% | +2,168 | 新進 |
| Evoke Wealth, LLC | 2,149 | $15.6 萬 | 0.01% | −21−1.0% | 減碼 |
| Global Retirement Partners, LLC | 2,042 | $14.9 萬 | 0.02% | +92+4.7% | 加碼 |
| Coastal Capital Group, Inc. | 2,028 | $14.8 萬 | 0.04% | +5+0.2% | 加碼 |
| Creative Financial Designs Inc | 2,026 | $14.8 萬 | 0.03% | +600+42.1% | 加碼 |
| Firestone Capital Management | 2,000 | $14.6 萬 | 0.05% | 00.0% | 不變 |
| San Francisco Sentry Investment Group (Ca) | 1,985 | $14.4 萬 | 0.08% | −10−0.5% | 減碼 |
| Riverview Trust Co | 1,979 | $14.4 萬 | 0.15% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 1,951 | $14.2 萬 | 0.01% | −614−23.9% | 減碼 |
| Glassman Wealth Services | 1,922 | $14.0 萬 | 0.03% | +58+3.1% | 加碼 |
| Hills Bank & Trust Co | 1,854 | $13.5 萬 | 0.02% | 00.0% | 不變 |
| Castleview Partners, LLC | 1,848 | $13.5 萬 | 0.06% | +1,848 | 新進 |
| Hartford Financial Management Inc. | 1,800 | $13.1 萬 | 0.03% | 00.0% | 不變 |
| Optimum Investment Advisors | 1,765 | $12.9 萬 | 0.04% | 00.0% | 不變 |
| North Star Investment Management Corp. | 1,761 | $12.8 萬 | 0.01% | +3+0.2% | 加碼 |
| Eagle Bay Advisors LLC | 1,731 | $12.7 萬 | 0.10% | +1,731 | 新進 |
| Reilly Financial Advisors, LLC | 1,701 | $12.4 萬 | 0.01% | +1,067+168.3% | 加碼 |
| Delta Asset Management LLC | 1,679 | $12.2 萬 | 0.01% | 00.0% | 不變 |
| Proequities, Inc. | 1,666 | $12.1 萬 | 0.01% | +4+0.2% | 加碼 |
| Concord Wealth Partners | 1,641 | $11.9 萬 | 0.03% | −10−0.6% | 減碼 |
| Crescent Capital Consulting, LLC | 1,578 | $11.5 萬 | 0.02% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 1,564 | $11.4 萬 | 0.03% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 1,560 | $11.4 萬 | 0.01% | +10+0.6% | 加碼 |
| Corsicana & Co. | 1,500 | $10.9 萬 | 0.07% | +1,500 | 新進 |
| Brewin Dolphin Ltd | 1,472 | $10.7 萬 | 0.00% | 00.0% | 不變 |
| City Holding Co | 1,474 | $10.7 萬 | 0.02% | 00.0% | 不變 |
| Lee Financial Co | 1,425 | $10.4 萬 | 0.02% | 00.0% | 不變 |
| America First Investment Advisors, LLC | 1,408 | $10.3 萬 | 0.03% | 00.0% | 不變 |
| Vectors Research Management, LLC | 1,400 | $10.2 萬 | 0.03% | 00.0% | 不變 |
| Monetary Management Group Inc | 1,350 | $9.80 萬 | 0.03% | 00.0% | 不變 |
| First Horizon Corp | 1,347 | $9.80 萬 | 0.01% | +4+0.3% | 加碼 |
| Private Capital Group, LLC | 1,319 | $9.60 萬 | 0.02% | +266+25.3% | 加碼 |